Sunpointe, LLC Portfolio Holdings

Sunpointe, LLC

  • $252 Billion
  • Q2 2025

Sunpointe, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.6B, Vanguard Total Stock Market Et with a value of $8.54B, Apple Inc. with a value of $7.69B, Microsoft Corp with a value of $7.57B, and Berkshire Hathaway Inc with a value of $7.29B.

Examining the 13F form we can see an increase of $64.4B in the current position value, from $188B to 252B.

Sunpointe, LLC is based out at St. Louis, MO

Below you can find more details about Sunpointe, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Billion
ETFs: $82.4 Billion
Technology: $51.7 Billion
Financial Services: $27 Billion
Consumer Cyclical: $18.4 Billion
Industrials: $12.8 Billion
Healthcare: $11.6 Billion
Communication Services: $9.51 Billion
Consumer Defensive: $9.31 Billion
Other: $11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$1.12 Billion 0.44% of portfolio
16,202
Q2 2025 New
Vanguard Mun Bd Fds
-
$1.08 Billion 0.43% of portfolio
-
Q2 2025 New
$142B
$1.07 Billion 0.43% of portfolio
8,692
Q2 2025 Added 32.12%
$572B
$1.08 Billion 0.43% of portfolio
3,055
Q2 2025 Added 7.23%
$1.48B
$1.06 Billion 0.42% of portfolio
18,896
Q2 2025 New
$33.7B
$1.05 Billion 0.42% of portfolio
14,148
Q2 2025 Reduced 13.1%
$465B
$1.06 Billion 0.42% of portfolio
9,790
Q2 2025 Added 9.5%
$0
$1.04 Billion 0.41% of portfolio
13,163
Q4 2024 New
$0
$1 Billion 0.4% of portfolio
1,762
Q2 2025 Added 145.75%
$305B
$986 Million 0.39% of portfolio
13,837
Q2 2025 Added 118.73%
$724B
$922 Million 0.37% of portfolio
1,183
Q2 2025 Added 14.85%
$0
$916 Million 0.36% of portfolio
18,082
Q2 2025 Added 6.36%
$0
$903 Million 0.36% of portfolio
9,848
Q2 2025 New
$92.9B
$915 Million 0.36% of portfolio
1,310
Q2 2025 Added 3.39%
$269B
$880 Million 0.35% of portfolio
2,822
Q2 2025 Reduced 3.12%
$567B
$862 Million 0.34% of portfolio
644
Q2 2025 Added 1.42%
$0
$816 Million 0.32% of portfolio
16,925
Q2 2025 Added 161.96%
$0
$812 Million 0.32% of portfolio
13,086
Q2 2025 Reduced 2.3%
Lam Research Corp
-
$805 Million 0.32% of portfolio
-
Q2 2025 Reduced 8.05%
$136B
$785 Million 0.31% of portfolio
3,539
Q2 2025 New
$140B
$782 Million 0.31% of portfolio
3,398
Q2 2025 Added 4.14%
$0
$779 Million 0.31% of portfolio
7,138
Q2 2025 Reduced 2.77%
$0
$771 Million 0.31% of portfolio
1,817
Q1 2025 Reduced 1.36%
$125B
$755 Million 0.3% of portfolio
2,436
Q2 2025 Reduced 0.12%
$338B
$751 Million 0.3% of portfolio
4,046
Q2 2025 Added 4.85%
$0
$752 Million 0.3% of portfolio
8,409
Q2 2025 New
$0
$738 Million 0.29% of portfolio
3,802
Q1 2024 Reduced 3.8%
$0
$742 Million 0.29% of portfolio
14,383
Q2 2025 Reduced 26.63%
$0
$735 Million 0.29% of portfolio
30,826
Q2 2025 Reduced 2.52%
$530B
$717 Million 0.28% of portfolio
1,276
Q2 2025 Added 11.34%
$377B
$686 Million 0.27% of portfolio
14,505
Q2 2025 Added 5.12%
$55.8B
$671 Million 0.27% of portfolio
4,994
Q2 2025 Added 58.29%
$101B
$672 Million 0.27% of portfolio
1,319
Q2 2025 Reduced 1.27%
$361B
$653 Million 0.26% of portfolio
2,146
Q2 2025 Reduced 1.96%
$296B
$663 Million 0.26% of portfolio
4,632
Q2 2025 Added 33.03%
$0
$643 Million 0.26% of portfolio
17,774
Q2 2025 Reduced 25.1%
$67.2B
$665 Million 0.26% of portfolio
14,539
Q2 2025 Reduced 4.45%
$284B
$666 Million 0.26% of portfolio
2,587
Q2 2025 Added 53.26%
$0
$638 Million 0.25% of portfolio
9,306
Q2 2025 Reduced 2.15%
$160B
$634 Million 0.25% of portfolio
2,724
Q2 2025 Added 41.29%
$0
$639 Million 0.25% of portfolio
53,225
Q2 2025 Reduced 0.18%
$19.7B
$640 Million 0.25% of portfolio
14,911
Q2 2025 New
Blackrock Inc
-
$598 Million 0.24% of portfolio
-
Q2 2025 New
$0
$614 Million 0.24% of portfolio
21,028
Q2 2025 New
$260B
$611 Million 0.24% of portfolio
2,237
Q2 2025 Added 47.85%
$0
$589 Million 0.23% of portfolio
5,393
Q2 2025 Added 4.05%
$223B
$578 Million 0.23% of portfolio
4,643
Q2 2025 Reduced 11.9%
$211B
$571 Million 0.23% of portfolio
4,201
Q2 2025 Reduced 3.2%
$151B
$557 Million 0.22% of portfolio
1,093
Q2 2025 Added 58.87%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $252 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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